Craig Pfeiffer, MMI President & CEO, recently sat down with Asset TV to discuss MMI’s view on the ramifications of the DOL fiduciary rule and also the outlook for the industry over the next few years. Says Pfeiffer, “MMI has always embraced higher standards. MMI has always believed in taking good care of the client…the client comes first.”
In order to listen to the meeting playback and download the presentation, please follow the links below (Members Only):
We are pleased to present the fifth edition of MMI’s research report on the Distribution of Alternative Investments through Wirehouses. The 67-page report, based on mutual fund and ETF data collected exclusively by MMI/Dover Financial from wirehouse firms for year-end 2015, explores trends in the retail distribution of alternative investments in the wirehouse channel and the factors that are driving investor and financial advisor demand for alternatives.
After Years of Steady Growth, Alternative Investment Assets at Wirehouses
Fall 4% in 2016 with All of the Decline Attributable to Liquid Alternatives
Cerulli Associates believe that the market for digital advice will top $489 billion by 2020. Large direct-to-the consumer firms are surpassing the Silicon Valley start-ups that initiated the digital revolution.
All Market Segments Post Asset Gains in Fourth Quarter Recovering from Third Quarter Contraction
MMI is a new member of the Financial Services Sector Coordinating Council (FSSCC), an organization established in 2002 to coordinate critical infrastructure and homeland security activities within the financial services industry.
On Wednesday, April 20, MMI will honor excellence in the Advisory Solutions industry at its eighth annual Industry Leadership Awards dinner during the 2016 Annual Convention in Washington, DC.
MMI is seeking a Vice-President of Membership Services. The position reports to the Senior Vice President, Chief Membership and Programs Officer and supports membership acquisition and retention. The position will be located in NY and requires some travel.
With preparations for the tenth program year of Gateway to Leadership (GTL) – MMI’s workplace diversity initiative – now under way for the summer of 2016, MMI is pleased to announce two exciting program developments.